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Paychex
PAYX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Cornerstone Wealth Management
Missouri
$307K -$10.8K -99 -3%
SAM
1027
Strategy Asset Managers
California
$307K +$24.4K +223 +9%
DBRC
1028
D.B. Root & Company
Pennsylvania
$305K +$299K +2,730 New
CP
1029
CenterBook Partners
Connecticut
$305K -$179K -1,641 -38%
NQWM
1030
Northwest Quadrant Wealth Management
Oregon
$304K +$1.97K +18 +0.7%
MJP
1031
Michael J. Puzo
$304K -$36.6K -335 -11%
QCG
1032
Quadrant Capital Group
Ohio
$303K -$11.6K -106 -4%
AWP
1033
Ascent Wealth Partners
New York
$302K – – –
SXL
1034
Summit X LLC
Missouri
$302K -$109 -1 -0%
BWM
1035
Baron Wealth Management
Michigan
$300K +$1.2K +11 +0.4%
OC
1036
Oarsman Capital
Wisconsin
$296K -$10.9K -100 -4%
WAM
1037
WNY Asset Management
New York
$296K +$4.59K +42 +2%
CFB
1038
Cullen/Frost Bankers
Texas
$295K -$39.4K -360 -12%
BIM
1039
Bridgecreek Investment Management
Oklahoma
$294K – – –
EST
1040
EA Series Trust
Pennsylvania
$293K +$287K +2,620 New
EF
1041
Empowered Funds
Pennsylvania
$293K +$287K +2,620 New
BFAG
1042
Blackston Financial Advisory Group
Florida
$292K -$26K -238 -8%
RB
1043
Renasant Bank
Mississippi
$291K -$54.8K -501 -16%
SMA
1044
Sage Mountain Advisors
Georgia
$289K -$7.98K -73 -3%
FRM
1045
Fox Run Management
Connecticut
$286K -$387K -3,538 -58%
RCM
1046
RB Capital Management
Nevada
$286K +$2.19K +20 +0.8%
SFS
1047
Strategic Financial Services
New York
$285K – – –
ZF
1048
Zhang Financial
Michigan
$283K – – –
CWM
1049
Cahaba Wealth Management
Georgia
$282K +$2.3K +21 +0.8%
DL
1050
DOHJ LLC
Washington
$280K +$2.3K +21 +0.8%
40 41
42
43 44